Smart Money · Holder IQ
51.9 / 100
Below median holder quality (percentile 39.3 this quarter). Holder trend is not available.
AMG
Affiliated Managers Group, Inc.NYSE
Financial Services • Asset Management
Factor tilt: Large-Cap Blend
$401.32+4.74%
Close Nov 10, 2026
- Market cap
- $10.8B
- 1 month
- +5.1%
- 3 months
- +10.7%
- 1 year
- +54.8%
- 52-week range
- $250.46$401.32
Reading stored signals…
More market facts
- Dividend, last 12 mo
- $0.04 · 0.01% yield
- Last ex-date
- Aug 10, 2026 · $0.01
- EPS estimate, results pending
- $8.79Quarter ended Sep 30, 2026 · 6 analysts · revenue $655.08M · +0.8% in 30d
- Short interest
- 3.2% of float795K shares · settled Oct 30, 2026 · -15.9% since Oct 15, 2026 · FINRA
Estimate history · same fiscal quarter
Quarter ended Sep 30, 2026. Source: EODHD earnings_trend.
| Observed / analysts | EPS | Revenue |
|---|---|---|
| 6 analysts | 8.7869 | 655.08M |
| 6 analysts | 8.7869 | 655.08M |
| 6 analysts | 8.7869 | 655.08M |
| 6 analysts | 8.7196 | 655.08M |
| 6 analysts | 8.6196 | 649.28M |
Dates identify stored observations, not earnings announcements. Gaps do not mean estimates were unchanged. The analyst group and vendor earnings basis may change.
Link an account to see your stake, watchlist and past holdings. Compare changes in earnings expectations with your investment case. These are analyst estimates, not reported results or a prediction of your return.
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $2.53B
- Net income
- $856.3M
- Free cash flow
- —
- Book value
- $3.04B
- Total debt
- —
- P/E
- 12.6×
- Price / sales
- 4.3×
- Price / book
- 3.6×
- FCF yield
- —
- Net margin
- +33.9%
EODHD (TTM) · as of Nov 10, 2026
End-of-day close from stored market data, not a live quote.
About Affiliated Managers Group, Inc.
Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds.
Read more
These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.
- Website
- amg.com
- Headquarters
- West Palm Beach, FL, United States
- Employees
- 5,600
- Listed
- Nov 21, 1997
- Fiscal year ends
- December
Company profile from EODHD, stored Oct 25, 2026.
Quarterly results
The last 8 fiscal quarters from EODHD’s latest stored vendor-normalized figures. These may include restatements. Year over year compares the same quarter a year earlier. Gross margin and operating income are not shown for a bank or insurer.
| Quarter | Revenue | YoY | Net income |
|---|---|---|---|
| Jun 2026filed Aug 7, 2026 | $655.3M | +32.9% | $185.9M |
| Mar 2026filed May 7, 2026 | $544.9M | +9.7% | $110.4M |
| Dec 2025filed Feb 17, 2026 | $800.4M | +52.7% | $347.6M |
| Sep 2025filed Nov 6, 2025 | $528.0M | +2.2% | $212.4M |
| Jun 2025filed Aug 7, 2025 | $493.2M | -1.4% | $84.3M |
| Mar 2025filed May 8, 2025 | $496.6M | -0.7% | $72.4M |
| Dec 2024filed Feb 14, 2025 | $524.3M | +4.3% | $162.1M |
| Sep 2024filed Nov 7, 2024 | $516.4M | -1.7% | $123.6M |
Balance sheet · cash, debt and near-term obligations
This operating-company comparison is not shown for a bank or insurer. Their funding and liquidity need a different interpretation; this is not a zero-debt verdict.
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Feb 17, 2026 | $2.4B | +19.8% | $716.6M |
| Dec 2024filed Feb 14, 2025 | $2.0B | -0.8% | $511.6M |
| Dec 2023filed Feb 16, 2024 | $2.1B | -11.7% | $672.9M |
| Dec 2022filed Feb 17, 2023 | $2.3B | -3.4% | $1.1B |
| Dec 2021filed Feb 18, 2022 | $2.4B | +19.0% | $565.7M |
| Dec 2020filed Feb 19, 2021 | $2.0B | -9.5% | $202.2M |
Annual cash generation
Does profit turn into cash? Compare AMG’s accounting profit with operating cash flow and capital spending. Amounts are in USD.
This operating-company cash comparison is not shown for financial firms. Banking and insurance cash movements need a different interpretation; this is not a zero-cash-flow verdict.
Cash-flow source and meaning
Source: EODHD annual financial statements, latest stored vendor-normalized figures. These may include restatements and may differ from the filer’s own XBRL. A filing date is not the knowledge date of this version of the values.
Free cash flow is the vendor’s reported figure, shown only when it agrees with operating cash flow less capital spending recorded as a positive outflow. It is not cash guaranteed for dividends or buybacks, and it does not subtract every financing obligation. Missing or sign-incompatible inputs are not filled in. An unlabelled currency is used only for a confirmed domestic USD filer. These are annual statements, not forecasts or an originally-filed history.
Company Quality Grade
How steadily did the business compound its per-share book value with dividends over 40 quarters? This historical measure is not a stock-price return or a forecast.
As of · Window to
Computed, excluded from ranking
- Book with dividends · annual growth
- 8.1%
- Consistency of fitted trend · R²
- 0.632
- Recent / whole-window slope
- 0.66×
Basis: total common book; the tangible starting base was too small, so the whole window uses the fallback basis. Dividends are reinvested at book value, not at market prices. R² near 1 means a steadier fitted trend; it does not establish accounting quality.
No percentile or compounder designation is assigned because the admission rules were not met.
The compounder rule requires a top-decile composite within the tangible-book eligible pool, positive slope and no detected decline. Total-common-book fallback rows cannot qualify. A decline means the 90% interval for the recent 12-quarter / full-window slope ratio lies below 1; this row does not detect a decline. An absent decline is not proof that growth is accelerating.
- The filed share counts could not be reconciled consistently across the window.
share_basis_inconsistent
Link an account to see your stake, watchlist and past holdings. Use this to question the durability of the business behind your investment case, alongside its filings and valuation. A withheld grade is a data or method limit, not a sell signal. For a short position, it does not predict timing, borrowing costs or downside. It does not measure your account’s return.
Method, filing sources and publication receipt
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (41 in this window): 0001004434-16-000047; 0001004434-16-000050; 0001004434-17-000004. The links show up to three of the input filings.
Method labels: compounder_ineligible:fallback_book_basis, going_concern_unchecked, no_dividend_fact_zero, preferred_untagged_zero, red_finding_basis_d1_enforcement_naming_issuer, tangible_base_small, weighted_shares_fallback
- Parameters
- pg-g2-params.v17
- Plane
- sha256:841c1bb46826c45b96472bf9adff6a93c8ce5f5392636cff297045298e9bf517
- Grade row SHA-256
- sha256:13c2d8e7aae7bb0bf6110b94dea11af79e0cab91973892b2bd169d5b34fdb405
- Manifest SHA-256
- sha256:c94c0931ffa7d9818ad0d34110b400f347a53da8a9c7d9aee1013095384d6a8a
- Engine SHA-256
- sha256:defa2e17f100b92a30576940d1632532b5cc4f37a2cb4bcc7fcc881856417811
- Hand-check receipt SHA-256
- sha256:03dd742b7b83e1130b4c01f9beaaf2671b20562c447a337dd047a41ad675ed3c
People-network credibility
The people behind a company influence capital allocation and controls. This published research measures graph connections to people with admitted adjudications (RED), and to repeat value creators or stewards of qualifying compounders and long-term shareholder-return leaders (GREEN). Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
- Reporting owners in the filing window
- 13
- In the published population
- 13
- With a calibrated score
- 0
0 outside the population; 13 population members without a calibrated score. These are issuer-wide counts, not counts of the preview below. Neither state is a favorable or adverse finding.
When calibrated measures are published, RED and GREEN are separately calibrated graph proximities. NetCredibility is GREEN minus RED, on a −1 to 1 scale, not a probability or expected return. Both poles and their published intervals stay visible. A positive net does not erase an admitted finding.
Link an account to see your stake, watchlist and past holdings. Use the cited filings to check who was reporting a role and review the published evidence alongside your investment thesis. A gap calls for checking the underlying record; it does not tell you to increase or reduce a holding.
Showing 8 of 13 reporting owners, ordered by filed role and name, not by score. This preview is not an issuer score or a comparison with other companies.
Karen L. Alvingham
Director — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Mar 9, 2026Person source details
- Reporting-owner CIK
- 0001726148
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- f05ed4a7a6d5e259b0e528296388bdf9cf56201bf79d6b44960f3988b04d4bd0
- Publication's adjudication label
- none
G. Staley Cates
Director — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Aug 3, 2026Person source details
- Reporting-owner CIK
- 0002125273
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- f22511bdb2878e4cd05376de30d709f62903fb8e8771bf9e4bb9e703fbf049ae
- Publication's adjudication label
- none
Marcy Engel
Director — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Aug 3, 2026Person source details
- Reporting-owner CIK
- 0001741893
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- 44f0df4eb181ccb5ae29aca2299bf939feff5718bff7c5b008aaf0ae3edf723b
- Publication's adjudication label
- none
Annette Franqui
Director — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Aug 18, 2026Person source details
- Reporting-owner CIK
- 0001849146
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- 55c4f4ae28e0edee1ab458a973da00e68bf658b83e540f7a7408fdd9c8fe9124
- Publication's adjudication label
- none
Jay C. Horgen
President and CEO · Director — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Jun 8, 2026Person source details
- Reporting-owner CIK
- 0001432993
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- 3af9fb0241448c5d9825608ac73359e78027df7803d3003dd4d43062dfd8e482
- Publication's adjudication label
- none
Rodriguez Felix V. Matos
Director — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Sep 25, 2026Person source details
- Reporting-owner CIK
- 0001838275
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- 4d8d3456313ad65440252d1644f81550126093e7c1c6fd6625f94371daa42d38
- Publication's adjudication label
- none
Kavita Padiyar
General Counsel & Corp. Sec. — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Mar 9, 2026Person source details
- Reporting-owner CIK
- 0002017736
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- 5037fc3f72f3593981701d9648c9b2f5a1aac8939b0bf57d833bd5731e9114d6
- Publication's adjudication label
- none
Tracy P. Palandjian
Director — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Aug 18, 2026Person source details
- Reporting-owner CIK
- 0001543889
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- 8ef2fd8d51dcd316cdac56e39d75365bf6fe92ab01b9222a535625ca1822601f
- Publication's adjudication label
- none
Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and pending cases are not findings in this classification. “No admitted adjudication” is not a clearance or a complete regulatory-history search.
Publication, method and source
- Issuer CIK
- 0001004434
- Publication as of
- Oct 9, 2026; known by Oct 9, 2026
- Retrieved
- Nov 11, 2026; shared cache no older than five minutes
- RED source refresh state
- fresh within 8d
- Method
- epg.signed_credibility.abstain-unfitted.v1
- Population identity
- sha256:98d4567a9d3793777ced97387b5d300b646dfd15e311888364300df12f95349b
- Graph identity
- c6521b138848011b775d9a6dfb7ac59989b2082fdc729ef4f41456a4e2037f60
- Source
- SEC Forms 3, 4 and 5 for roles; the Midas Edge API's active immutable people-network publication for credibility and admitted findings. GREEN seed evidence can include vendor price histories. No portfolio or account data is sent to this product.
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched AMG. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 30, 2026
795,040 shares short
-150,342 shares (-15.9%) vs Oct 15, 2026
3.2% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
945,382 shares short
-63,731 shares (-6.3%) vs Sep 30, 2026
3.8% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
1,009,113 shares short
-30,310 shares (-2.9%) vs Sep 15, 2026
4.1% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
1,039,423 shares short
+170,816 shares (+19.7%) vs Aug 31, 2026
4.2% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
868,607 shares short
+192,728 shares (+28.5%) vs Aug 14, 2026
Share of float unavailable. Published Sep 10, 2026.
Settlement Aug 14, 2026
675,879 shares short
-105,439 shares (-13.5%) vs Jul 31, 2026
Share of float unavailable. Published Aug 25, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind AMG’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
USD 0.01 per share
Ex-dividend date: Nov 19, 2026 (future recorded date)
Recorded pay date: Dec 3, 2026 (pending)
Cash dividend · Polygon event record
USD 0.01 per share
Ex-dividend date: Aug 10, 2026
Recorded pay date: Aug 24, 2026 (past date)
Cash dividend · Polygon event record
USD 0.01 per share
Ex-dividend date: May 11, 2026
Recorded pay date: May 26, 2026 (past date)
Cash dividend · Polygon event record
USD 0.01 per share
Ex-dividend date: Feb 23, 2026
Recorded pay date: Mar 9, 2026 (past date)
Cash dividend · Polygon event record
USD 0.01 per share
Ex-dividend date: Nov 13, 2025
Recorded pay date: Nov 28, 2025 (past date)
Cash dividend · Polygon event record
USD 0.01 per share
Ex-dividend date: Aug 11, 2025
Recorded pay date: Aug 25, 2025 (past date)
Cash dividend · Polygon event record
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
3 for 2 · forward split
Effective Mar 30, 2004
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
Up to six stored split dates through Nov 11, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
Link an account to see your stake, watchlist and past holdings.
We’ll show you if AMG is in your portfolio and how much it contributes.
Sign inMarket context
Loading market dates
Smart money context
Holder IQ: MEDIUM
71 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Nov 3, 2026
Smart-money 13F trend: distributing (light)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: unknown
No recent insider trades detected.
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
No directional recent-activity label is available. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 1
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
No directional recent-activity label is available. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
570 filers reported a long position in AMG for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
47.9%
of the 25.2M shares 13-F filers reported
Moves vs Q1 2026
4 added6 trimmed
Net shares held
+4.4%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $938.3M · 2.8M shares | 2.8M | -3.3% |
| 2 | Morgan Stanley | $503.3M · 1.5M shares | 1.5M | -14.2% |
| 3 | Vanguard Portfolio Management LLC | $471M · 1.4M shares | 1.4M | +2.4% |
| 4 | Vanguard Capital Management LLC | $389.5M · 1.2M shares | 1.2M | -2% |
| 5 | Boston Partners | $339.1M · 1M shares | 1M | +3.2% |
| 6 | Ariel Investments, LLC | $338.3M · 999.7K shares | 999.7K | -6% |
| 7 | State Street Corp | $298.9M · 883.3K shares | 883.3K | -4.7% |
| 8 | Millennium Management LLC | $296.1M · 875.1K shares | 875.1K | +16,202.5% |
| 9 | Fuller & Thaler Asset Management, Inc. | $290.3M · 857.8K shares | 857.8K | +12.8% |
| 10 | Dimensional Fund Advisors LP | $226.8M · 670.2K shares | 670.2K | -6.7% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of AMG file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Aug 12, 2026 | Morgan Stanley13G · passive · amended | 5.5% |
| Apr 29, 2026 | Vanguard Capital Management LLC13G · passive | 5.19% |
| Apr 28, 2026 | Vanguard Portfolio Management LLC13G · passive | 5.12% |
| Mar 26, 2026 | Vanguard Group Inc13G · passive · amended | 0%under 5% |
Moves the factor model did not explain
How much of AMG’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
- Market
- -1.70%
- Style leanings
- -1.72%
- Unexplained residual
- +3.76%
- Stock move
- +0.35%
Window contributions are percentage points of starting stock value. The market bar is the fitted common intercept, not an index return. Market + styles + residual = stock move; opposite signs can offset. Source: daily_returns, dated security_factor_exposures × barra_factor_returns, and stored security_specific_returns; 2026-10-12–2026-11-09, model v1.2.0. Returns are dimensionless on the USD listing; no currency conversion.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Dated model observations (20)
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-11T16:45:17.561Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| -0.74% | +0.02% | -0.45% | -0.31% | |
| -1.80% | -1.18% | -0.89% | +0.27% | |
| +2.92% | +0.52% | +0.00% | +2.39% | |
| +0.19% | -1.05% | -0.77% | +2.01% | |
| +0.35% | +0.36% | +0.88% | -0.88% | |
| +0.95% | +0.43% | -0.14% | +0.65% | |
| +1.26% | +0.49% | -0.17% | +0.94% | |
| +0.48% | -1.09% | +0.06% | +1.51% | |
| -3.06% | -0.46% | +0.36% | -2.96% | |
| +1.97% | +0.50% | -0.33% | +1.79% | |
| +0.26% | +0.68% | -0.14% | -0.28% | |
| +0.32% | +0.37% | +0.45% | -0.50% | |
| +1.47% | -0.46% | -1.81% | +3.74% | |
| -4.37% | -1.77% | +0.22% | -2.82% | |
| -2.93% | -0.24% | -0.58% | -2.11% | |
| -0.25% | +0.35% | +0.38% | -0.98% | |
| -1.35% | +1.75% | +0.94% | -4.03% | |
| -3.83% | -3.95% | -0.45% | +0.57% | |
| +3.54% | +0.71% | +0.16% | +2.68% | |
| +5.56% | +2.50% | +0.66% | +2.40% |
How this split is calculated
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
What insiders reported owning
Reading dated filing evidence…
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